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Open Source Business Models: Notes on Profiting from Free Software
How open source companies have historically captured value, commoditizing your complement, and value creation vs value capture.
Aug 26
•
Eric Flaningam
36
1
Free Software & The Future of Software Business Models
How do you build sustainable business models in the age of AI-generated code?
Aug 10
•
Eric Flaningam
77
7
Q2 ‘25 Cloud Update: CapEx Keeps Rising!
Market Share, CapEx, Why Azure's Taking Share, and Why AI Isn't Shaping up like SaaS
Aug 4
•
Eric Flaningam
50
11
July 2025
The AI & Healthcare Opportunity
Part Two of How AI Can Help Improve the US Healthcare System
Jul 20
•
Eric Flaningam
71
8
Where do Tech Returns Come From?
An Analysis of 30 Years of Tech Returns, Value Accretion, Lessons, and What it Means Moving Forward
Jul 8
•
Eric Flaningam
139
13
June 2025
Meta's AI Strategy
Zuck’s Vision and Why Meta’s Spending so Much on Talent
Jun 24
•
Eric Flaningam
59
4
Toast: A Recipe for Building a System of Record
A Deep Dive on the Vertical Software Company & Lessons on Building AI Companies Today
Jun 16
•
Eric Flaningam
46
7
A Primer on US Healthcare
Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion
Jun 2
•
Eric Flaningam
115
10
May 2025
TSMC: The Index on Technology
A deep dive on TSMC: How TSMC disrupted the semiconductor industry, its current state, and its path ahead.
May 19
•
Eric Flaningam
65
4
The Siren Song of Advertising
How will ads affect AI business models?
May 11
•
Eric Flaningam
40
1
Q1 '25 Cloud Update: Risk-Adjusted AI
A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta
May 4
•
Eric Flaningam
51
1
April 2025
The Current State of Digital Advertising
The Shifting of Attention, Regulation, and Social Media’s Evolution
Apr 27
•
Eric Flaningam
58
4
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